Tax Return Questionnaire - 2018 Tax Year - Page 1 of 18 Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money and help us help you more effectively. Tax Return Questionnaire - 2018 Tax Year Name and Address: Taxpayer: Address: Social Security Number: Occupation Spouse: Address: Phone Numbers Work: Home: Email Address: Do you wish $3 to go to the Presidential Election Campaign? (Tax amount not affected) Yes No Filing Status: Single Married Head of Household Qualifying Widow Birth Date: Month, Day, Year Yourself: / / Spouse: / / HEALTH INSURANCE COVERAGE: YOU MUST PROVIDE PROOF OF HEALTH INSURANCE COVERAGE BEGINNING ON JANUARY 1, 2018 The IRS requires that you report certain information related to your health care coverage on your 2018 tax return. Please read the following statements carefully. More than one might apply to your tax family. 1. If you had health care coverage with a government Marketplace (Exchange) during 2018. Please provide Form 1095-A, issued by the Marketplace. In some family situations you may have more than one 1095-A. 2. If you are claiming someone on your return who was included on another taxpayer s policy with a Marketplace. If so, then you will also need a copy of that taxpayer s 1095-A. 3. If a dependent filed a return for 2018. Provide a copy of the return. 4. If you had compliant health insurance through an employer plan, private policy or with a government plan and provide Form 1095-B, 1095-C or other proof of insurance document.
Tax Return Questionnaire - 2018 Tax Year - Page 2 of 18 5. If you were issued a hardship exemption by the Marketplace (Exchange). Provide all applicable exemption certificate numbers issued for each member of your family. 6. Complete the information below if you or any individual included in your tax family did NOT have insurance coverage for any month of 2018. Please circle any months a member of your tax family was NOT insured. Name: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Name: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Name: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Name: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec DEPENDENTS: Name (First, Initial, Last) Income Over $2,100? (Y/N) Date of Birth Social Security Number Relationship Months Lived in Home
Tax Return Questionnaire - 2018 Tax Year - Page 3 of 18 INCOME: 1. Wages and Salaries (Attach W-2's) Name of Payer Gross Wages (Withheld) Soc. Sec. (withheld) Medicare (withheld) Federal Income Tax (withheld) State Income Tax (withheld) 2. Interest Income (Attach 1099's) (List and identify as non-taxable Interest Income) Name and Address of Payer Name and Address of Payer 3. If you received any interest from a "Seller Financed" mortgage: Name and Address of Payor Social Security Number 4. Dividend Income (Attach 1099's) Name of Payor Name of Payer
Tax Return Questionnaire - 2018 Tax Year - Page 4 of 18 5. Capital Gains and Losses: Investment Date Acquired Cost or Other Basis Date Sold Net Sale Proceeds 6. Other Gains and Losses: (Include details of dispositions of any business/rental/farm assets) Investment Date Acquired Cost/Other Basis Date Sold Sale Proceeds 7. Pensions, IRA Distributions, Annuities, and Rollovers Total Received...... Taxable (Attach all 1099 s or other related papers)... 8. Rents/Royalties, Partnerships, S Corporations, Estates, Trusts (Attach K-1 s for all Partnerships/S Corporations/Fiduciaries) (Attach separate schedule(s) showing receipts & expenses for each rental property) 9. Unemployment Compensation Received...... 10. Social Security Benefits Received (Attach annual statement)... 11. State/Local Tax Refund(s)......
Tax Return Questionnaire - 2018 Tax Year - Page 5 of 18 12. Other Income: Description CREDITS: Child and Dependent Care: (1) Number of Qualifying Individuals... (2) Name, address and identification number of each provider: Name Address: Paid If payments were made to an individual, were the services performed in your home? Yes No If "Yes", have payroll reports been filed? Yes No Expenses incurred in connection with adoption. "Special Needs" child Yes No Tuition & Fees paid for higher education (American Opportunity & Lifetime Learning Credits)... Foreign Tax Credits... Attach detail of type foreign tax, country, and whether "withheld" or paid direct.
Tax Return Questionnaire - 2018 Tax Year - Page 6 of 18 2018 Estimated Tax Payments Federal State Other Payments: (Enter Advanced Child Credit Payment Here) Date Date Other payments or credits - Attach schedule and explain......... ITEMIZED DEDUCTIONS: Medical and Dental 1. Out of pocket costs for prescription medicines, drugs, insulin, doctors, dentists, nurses, and medical and dental insurance premiums (including Medicare B) paid in 2018 (reduce any insurance reimbursements) 2. Transportation and lodging incurred to obtain medical care 3. Other - hearing aids, eyeglasses, medical devices, etc. Taxes Paid in 2018 1. State and local income taxes not listed elsewhere 2. Real estate taxes not listed elsewhere 3. Personal property taxes (includes owners tax on auto registration)
Tax Return Questionnaire - 2018 Tax Year - Page 7 of 18 Interest Paid in 2018 1. Home mortgage interest paid to financial institutions 2. Home mortgage interest paid to individuals Name: Address: 3. Points paid on [ ] purchase [ ] refinance (include details) 4. Investment Interest 5. Student Loan Interest Automobile Use in 2018 To deduct mileage for auto expenses on a tax return, a log must be kept which details mileage driven for business purposes. This log, or something which keeps track of mileage, would be needed to justify the write off for the expense in the event of an audit. Car #1 Make Model Year If the vehicle is being used by the owner, please provide the following information Date of Purchase Purchase Price For Period of Jan 1, 2018 to Dec 31, 2018 Business Mileage Moving Mileage only members of the Armed Forces on active duty who moved because of a permanent change of station Charitable Mileage Total Mileage Car #2 Make Model Year If the vehicle is being used by the owner, please provide the following information Date of Purchase Purchase Price *Commuting mileage must not be added to business mileage.
Tax Return Questionnaire - 2018 Tax Year - Page 8 of 18 For Period of Jan 1, 2018 to Dec 31, 2018 Business Mileage Moving Mileage only members of the Armed Forces on active duty who moved because of a permanent change of station Charitable Mileage Total Mileage Contributions: (Written documentation is required for all gifts of $250 or more) 1. Cash - Less than $3,000 paid to any one organization 2. Cash - $3,000 or more to any one organization -- show name of organization 3. Other than cash - Attach details Casualty and Theft Losses - Attach Details... Miscellaneous Deductions: Eliminated for tax years 2018 through 2025 due to tax reform. Employee business expenses - attach details Reimbursed 0 Not Reimbursed 0 Job hunting expenses (list) 0 Other Expenses 0 Tax Preparation 0 Union Dues 0 Business Publications 0 Professional Dues/Fees 0 Safety Deposit Box Rental 0 Small Tools used in your trade or business 0 Business telephone 0 Uniforms & Cleaning 0 IRA Custodial fees 0 Investment Expenses 0 Education Expenses (attach details) 0 Business Entertainment 0
Tax Return Questionnaire - 2018 Tax Year - Page 9 of 18 Other Miscellaneous deductions 0 Adjustments to Income: Maximize? 1. Your IRA deduction Yes No 2. Spouse's IRA deduction Yes No 3. Keogh SEP deduction Yes No 4. Penalty for early withdrawal of savings. 5. Alimony paid - List name and Social Security Number 6. Self-employed health insurance premiums Did anyone in your family receive a scholarship of any kind during 2018? If yes, please supply details. Yes No (This includes athletic scholarships) If you have added or disposed of any fixed assets used in trade or business or rental or farm activities, please provide the following: Addition: Dispositions: Description, Date acquired, cost (& trade-in, if any) Description, Date of disposition, amount realized Note: If we did not prepare your 2017 return, please provide the date acquired, cost, depreciation method used, and accumulated depreciation. If we have not previously prepared your return - please provide a copy of your 2015, 2016, 2017 tax returns. Did you settle any notices or settle any tax examinations concerning your prior tax years' returns? Yes No (If yes, please provide copy of notices, settlement reports, etc.) Did you receive any payments from a pension or profit sharing plan? Yes No (If yes, provide pertinent information or statements from the plan.
Tax Return Questionnaire - 2018 Tax Year - Page 10 of 18 Did you sell your primary residence during 2018? Yes No If "Yes", provide a copy of the closing statements of the sale and a copy of the closing statement at the time of your purchase, details of any capital improvements you made during the time you owned the property, and any expenses of sale incurred by you. If you have purchased a replacement property indicate cost and date acquired. If you have previously sold a residence, provide a copy of form 2119 from your tax return for the year of sale. Did you change your state residency during 2018? Yes No If "Yes" AND you were a member of the Armed Forces on active duty who moved because of a permanent change of station, please provide the following: Previous address: Date of move: Distance: Costs of move: (describe) miles If you would like your tax refund (if any) deposited directly into your bank: Account Type: Your Account Number: Bank Routing Number: Checking [ ] Savings [ ] For the year 2018: (Provide details for any "Yes" response) Did your principle residence (and second residence, if any) loan(s) exceed the fair market value of the residence?... Yes No Do you have a balance borrowed against a home (equity line of credit) in excess of $100,000, or total mortgage indebtedness in excess of $750,000?...... Yes No Did you exercise any stock options?...... Yes No Did you purchase, sell, or own any bonds you paid more or less than the face amount? Yes No
Tax Return Questionnaire - 2018 Tax Year - Page 11 of 18 Did you sustain any non-business bad debts?...... Yes Did you or your spouse make any gifts in excess of $15,000 to any one donee?... Yes Were you the recipient of, or did you make a "below-market" or "interest-free" loan?... Yes Do you have a child under the age of 18 as of December 31, 2018 who has earned an income (interest, dividends, etc.) of more than $1,050?... Yes No No No No Did you lease a car which you used for business purposes?... Yes No If "Yes", provide (1) fair market value or capitalized cost of the car on the 1st day of the lease or rental agreement, (2) tern of the lease, (3) number of payments made, (4) number of days the car was leased in 2018, (5) percentage of business use, (6) business or work the car was used in, (7) amount of expenses reported by you to your employer on Form W2. Rental & Royalty Income and Expense Property Type: Residential Commercial Location: If Vacation Home: Number of days rented Number of days used personally Property is owned by: Taxpayer Spouse Joint Percentage ownership of not 100%: % (Please indicate if income and expenses below are listed at 100% or your percentage.) Did you live in part of the rental property?... Yes If yes, what percentage did you occupy as a tenant? % Check if rented to a related party. No Explain Relation: Income 1. Rental income. 2. Royalties received Expenses 1. Advertising 16. Property taxes 2. Association dues 17. Utilities
Tax Return Questionnaire - 2018 Tax Year - Page 12 of 18 3. Auto miles driven Other (description) 4. Travel 18a. 5. Cleaning and Maintenance 18b. 6. Commissions 18c. 7. Insurance 18d. 8. Legal and professional fees 18e. 9. Allocated tax preparation fees 18f. 10. Licenses and permits 18g. 11. Management fees 18h. 12. Mortgage interest -- (Form 1098) 18i. 13. Other interest 18j. 14. Repairs 18k. 15. Supplies 18l. Depreciation: Property Date Acquired Cost or Other Basis Depreciation Method Prior Depreciation Business Income & Expenses (Sole Proprietorship) Principle business or profession: Business name: Employer ID number Business address: City State Zip Code Business is owned by: Taxpayer Spouse Accounting Method: Cash Accrual Inventory method: Cost Lower cost or market Other N/A
Tax Return Questionnaire - 2018 Tax Year - Page 13 of 18 Did you materially participate in the business? Yes No Check if this is the first year of the business. Income Cost of Goods Sold 1. Gross receipts or sales 1. Beginning of year inventory 2. Returns and allowances. 2. Purchases 3. Other income. 3. Cost of items used personally 4. Cost of labor 5. Materials and supplies 6. Other costs 7. End of year inventory Expenses Expenses 1. Advertising 21. Other taxes 2. Bad debts (N/A cash benefits) 22. Licenses 3. Commissions and fees 23. Travel 4. Employee benefits 24. Meals and entertainment (in full) 5. Health insurance 25. Utilities 6. Other insurance 26. Wages 7. Mortgage interest 27. Management fees 8. Other interest 28. Consulting expenses 9. Legal and accounting fees 29. Payroll service 10. Allocation of tax preparation fees 30. Employee vehicle expense 11. Office expense 31. Employee mileage reimbursement 12. Pension and profit sharing plans 32. Client gifts (limited to $25 each) 13. Rent, vehicles 33. Education and seminars 14. Rent, equipment 34. Other: (Description) 15. Rent, building 35. 16. Repairs & maintenance, building 17. Repairs & maintenance, equipment 36. 37.
Tax Return Questionnaire - 2018 Tax Year - Page 14 of 18 18. Repairs & maintenance, vehicles 38. 19. Supplies 39. 20. Payroll taxes 40. Depreciation Property Date Acquired Cost or Other Basis Depreciation Method Prior Depreciation Farm Income & Expense Principle Product Employer ID number Accounting method: Cash Accrual Check if you materially participated in farm operations: Taxpayer Spouse Income 1. Sales of livestock and other resale items 2. Cost of above. 3. Sales of livestock, produce, etc. you raised. 4. Cooperative distributions (1099-PATR) 5. Cooperative distributions, taxable portion 6. Agricultural program payments 7. Agricultural program, taxable portion 8. Commodity Credit Corporation Loans 9. Crop insurance loans 10. Custom hire 11. Other:
Tax Return Questionnaire - 2018 Tax Year - Page 15 of 18 Expenses Expenses 1. Car and truck expenses 19. Machinery and equipment rental 2. Chemicals 20. Land rental 3. Conservation expense 21. Other 4. Custom hire (machine work) 22. Repairs and maintenance 5. Employee benefit programs 23. Seeds and plants purchased 6. Employee health insurance 24. Storage and warehousing 7. Feed purchased 25. Supplies purchased 8. Fertilizers and lime 26. Payroll taxes 9. Freight and trucking 27. Other taxes 10. Gasoline, fuel, and oil 28. Utilities 11. Other insurance 29. Veterinary, breeding, & medicine 12. Mortgage interest 30. Other: 13. Other interest 31. 14. Labor hired 32. 15. Legal and professional fees 16. Allocated tax preparation fees 17. Pension and profit share plans 33. 34. 35. 18. Vehicle rental 36. Depreciation Property Date Acquired Cost or Other Basis Depreciation Method Prior Depreciation
Tax Return Questionnaire - 2018 Tax Year - Page 16 of 18 Business Use of Home Do you use any part of your home regularly and exclusively for business? Yes No Estimated percentage of time spent in home office compared to total time spent in this business activity. (e.g.,10%, 20%)... Description of work done in home office Description of work done outside of work office Total area of home...... Total area of home used regularly for business... Home insurance Repairs and maintenance Utilities Rent Other. Direct costs (benefit only business portion of home) Indirect costs (other) If Daycare Facility: Days used as a daycare facility. Prior year carryover of unallowed losses Cost of home and improvements and prior depreciation. Depreciation of home, improvements, furniture, and equipment. Property Date Acquired Cost or Other Basis Depreciation Method Prior Depreciation
Tax Return Questionnaire - 2018 Tax Year - Page 17 of 18 Household Employees: (Nanny Tax) Did you pay a household employee at least $2,100 this year? Yes No (e.g., housekeepers, nannies, nurses, yard workers, health aides, babysitters) If yes, please provide the following information for each: Name Federal Income tax withheld Social Sec. No. Wages paid Social Sec. tax withheld Medicare tax withheld State income tax withheld Your Employer Identification Number (you can no longer use your social security number): Has W-2 been filed? Yes [ ] No [ ] If no, do you want us to prepare for you? Yes [ ] No [ ] Have the necessary state employment returns been filed? If Yes [ ] No [ ] No, do you want us to prepare for you? Yes [ ] No [ ] Was the household employee under eighteen years of age and a student? Yes [ ] No [ ]
Tax Return Questionnaire - 2018 Tax Year - Page 18 of 18 Additional Information Please elaborate on any of your tax data or include facts and circumstances we should be aware of to properly prepare your tax return. Also include any questions you may have.